Bulk Email & Email Templates

Bulk Email allows our users to select from a Basic or Custom template to compose an Email. Our enhanced text editor and introduction of insertable contact merge fields will make it much easier to engage with your investors when sending Email correspondence. You will be able to insert a featured image and link Investors directly to their Investor Dashboard.

To configure your Bulk Email Signature out of the platform, click here.


  1. Click your name at the top right, click Admin Settings.


  1. Click the Email Integration


  1. Click the Layout Settings Here, you have the ability to use your display default logo or upload a logo. Please note that the recommended size for a logo is 218x65px. You can also toggle on/off your header, footer and disclaimer. Each portion is labeled on the display as a guide. Click Save.



To Compose an Email, follow these steps:

Click CRM on the side menu bar, click Contacts. Choose the individuals you would like to email (use our Advanced Search feature if you would like to search your contacts by certain criteria). Check the contacts that you would like to email. Click Email.


A module will appear which will allow you to choose a Basic or Custom email template. The Basic template has a message section (which will include the header, footer, disclaimer that you have set up), while the Custom template has a featured image, top call to action, message, and bottom call to action options. Click Next.


Complete the fields for the From Name, From Email Address, Subject, Message, etc. Use the Insert Tag feature to add a tag in your email. You can also edit the signature and add up to 3 attachments. Note the Preview and Save as Draft options at the top right. (All drafts are stored under CRM>Email and under the Drafts tab.) Click Next.


Here, you can modify the recipients who will receive the email. When you are prepared to send, click Send.


All drafts are stored under CRM>Email and under the Drafts tab.


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